Reported value
$6.0M
Institutional 13F value
Stock ownership · SEC 13F · Q3 2025
A breakdown of Unilever PLC's institutional base (CUSIP 904767704): the holders, the concentration among them, and what changed last quarter.
The verdict
14 institutional filers report $6.0M of Unilever PLC on their books as of Q3 2025. Unilever PLC is a position with modest but real institutional breadth, and that ownership is held overwhelmingly by a small core of institutions.
Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.
This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.
Reported value
$6.0M
Institutional 13F value
Institutions
14
Reporting holders
Top-5 concentration
98%
Held by 5 largest
New buyers
13
Opened Q3 2025
Unilever PLC is more widely held than about 61% of the broadly-held stocks we track (by number of reporting institutions), as of Q3 2025.
The number of institutions reporting a Unilever PLC position has risen from 5 to 14 over the last 7 quarters of 13F filings.
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Tweedy, Browne Co LLC | 62,616 | $3.7M | 61.6% |
| 2 | Kimelman & Baird, LLC | 21,600 | $1.3M | 21.2% |
| 3 | Court Place Advisors, LLC | 6,375 | $378K | 6.3% |
| 4 | JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) | 4,668 | $277K | 4.6% |
| 5 | GRAYBILL WEALTH MANAGEMENT, LTD. | 4,471 | $265K | 4.4% |
| 6 | TD Capital Management LLC | 672 | $40K | 0.7% |
| 7 | Asset Dedication, LLC | 476 | $28K | 0.5% |
| 8 | CHELSEA COUNSEL CO | 400 | $24K | 0.4% |
| 9 | CIBC Private Wealth Group LLC | 182 | $11K | 0.2% |
| 10 | Bell Investment Advisors, Inc | 162 | $10K | 0.2% |
| 11 | KERR FINANCIAL PLANNING Corp | 34 | $2K | 0.0% |
| 12 | CENTAURUS FINANCIAL, INC. | 12,884 | $764 | 0.0% |
| 13 | Old North State Trust, LLC | 10,596 | $628 | 0.0% |
| 14 | Strategic Advocates LLC | 7 | $415 | 0.0% |
What the data says about Unilever PLC
A handful of institutions account for most of the reported institutional float here.
Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.